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Welltower

731 hedge funds and large institutions have $27.4B invested in Welltower in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 273 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
12.87%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
69
Increased
264
Reduced
273
Closed
70
Calls
$150M
Puts
$106M
Net Calls
+$43.8M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
576
Stonebridge Capital Advisors
Minnesota
$113K +$113K +1,576 New
GWS
577
Glassman Wealth Services
Virginia
$111K -$3.36K -47 -3%
HDIM
578
Hanson & Doremus Investment Management
Vermont
$107K
T
579
TOBAM
France
$102K
BFEC
580
Benjamin F. Edwards & Company
Missouri
$101K -$181K -2,519 -64%
FHA
581
First Horizon Advisors
Tennessee
$98K +$9.14K +128 +10%
OSAM
582
O'Shaughnessy Asset Management
Connecticut
$95K +$34.5K +484 +57%
AIM
583
Arcadia Investment Management
Michigan
$93K
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$93K +$5.66K +79 +6%
CAL
585
Capital Analysts LLC
Pennsylvania
$93K +$28K +391 +43%
HFM
586
Harvest Fund Management
China
$92K -$54.6K -765 -37%
CA
587
Clearstead Advisors
Ohio
$91K
EW
588
Evoke Wealth
California
$90K +$75K +1,043 +501%
PA
589
Parallel Advisors
California
$89K +$7.18K +100 +9%
JCM
590
Jacobi Capital Management
Pennsylvania
$87K +$12.7K +177 +17%
ACM
591
Allred Capital Management
Texas
$84.6K +$84.6K +1,181 New
GEA
592
Glen Eagle Advisors
New Jersey
$75.3K +$7.23K +101 +11%
PCG
593
Private Capital Group
Connecticut
$74K -$24.9K -347 -25%
BFC
594
Bedel Financial Consulting
Indiana
$74K
CFN
595
Cordasco Financial Network
Florida
$74K
CWC
596
Carolinas Wealth Consulting
North Carolina
$74K +$641 +9 +0.9%
CAC
597
Certified Advisory Corp
Florida
$74K +$74K +1,036 New
AIC
598
Ameritas Investment Company
Nebraska
$73.7K +$73.7K +1,029 New
SBL
599
Sargent Bickham Lagudis
Colorado
$72K
MCA
600
Mercer Capital Advisers
New Jersey
$72K